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14th Annual Jerry A. Kasner Estate Planning Symposium

October 4 @ 9:00 am - October 5 @ 4:00 pm

Thursday, October 4:
7:00 a.m. Registration
9:00 – 4:30 p.m. Program
Reception to follow

Friday, October 5:
7:00 a.m. Registration
8:30 a.m. – 12:30 p.m. Program
2:00 p.m. – 4:00 p.m. Bonus Credit Sessions

REGISTER ONLINE

View the 2018 Symposium Sponsorship Rates

Packer-sizedA message from Charles H. Packer JD/MBA ’80, Chair of the Jerry A. Kasner Estate Planning Symposium Planning Committee:

The 2018 Symposium will be held on Thursday and Friday October 4th and 5th at the Santa Clara Convention Center. The Symposium features a very exciting and diversified program with nationally recognized speakers offering topics of interest to estate planning attorneys, accountants and financial services professionals.

If you are interested in joining us as a sponsor or exhibitor, please contact the Symposium’s event manager: Sterling Strategic Management at (949) 715-4961 for more information.

About Jerry A. Kasner

Past Kasner Symposiums


CONFIRMED SPEAKERS TO DATE:

Professor Samuel A. Donaldson, Georgia State University College of Law

Patrick A. Kohlmann JD ’00, Partner, Temmerman, Cilley & Kohlmann, LLP

Judy Y. Lee JD/MBA ’89, Partner, Goodsill Anderson Quinn & Stifel

Paul S. Lee, Global Fiduciary Strategist, Northern Trust Company

Justin T. Miller, National Wealth Strategist , BNY Mellon

M. Read Moore, Partner, McDermott, Will & Emery

Andrea Kushner Ross, Director, Bernstein Private Wealth Management

Vivian L. Thoreen, Partner, Holland & Knight LLP

Complete speaker listing on kasner.org


THANK YOU TO OUR 2018 SPONSORS:

PREMIER SPONSOR


PLATINUM SPONSOR

Exchange Bank


GOLD SPONSORS

BNY Mellon Wealth Management

First Republic Bank


SILVER SPONSORS

RBC Wealth Management

City National Bank


BRONZE SPONSORS

Berliner Cohen

Boston Private

Crist | Biorn | Shepherd | Roskoph

Financial Architects Partners

Fremont Bank

Hopkins & Carley, A Law Corporation

Seiler LLP

Sterling Foundation Management


TABLE SPONSORS

Abbott, Stringham & Lynch

Anderson Yazdi Hwang Minton + Horn LLP

Armanino LLP

Atlantic Trust Private Wealth Management

Bernstein Private Wealth

Bessemer Trust

BPM

Ferrari Ottoboni Caputo & Wunderling LLP

Hoge Fenton

The Nautilus Group

Pillsbury Winthrop

Ramsbacher Prokey Leonard LLP

Rockefeller Philanthropy Advisors

Rothstein Kass Accounting

Rusconi, Foster & Thomas APC

Temmerman, Cilley & Kohlmann, LLP

Thoits Law

Thompson Jones LLP

WealthPLAN

Weber & Company, Inc.

Whittier Trust Company


EXHIBITORS

American Society of Appraisers

Barulich Dugoni Law Group

California Native Plant Society

Chubb Insurance

Clars Auction Gallery

Pluris Valuation Advisors LLC

South Dakota Trust Co, LLC

Stout Risius Ross, LLC

Valbridge Property Advisors | Hulberg & Associates


Donate to the Jerry A. Kasner Estate Planning Professorship Here

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Details

Start:
October 4 @ 9:00 am
End:
October 5 @ 4:00 pm
Event Category:

Organizer

Law Alumni
Phone:
(408) 551-1748

Venue

Santa Clara Convention Center
5001 Great America Parkway,
Santa Clara, CA 95054 United States
+ Google Map
Website:
law.scu.edu/hightech

    14th Annual Jerry A. Kasner Estate Planning Symposium

  • October 4 @ 9:00 am - October 5 @ 4:00 pm
  • Santa Clara Convention Center